Sterling Bay, LLC 401(K) Plan — Form 5500 plan (Sterling Bay, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sterling Bay, LLC 401(K) Plan is a benefit plan reported by Sterling Bay, LLC under EIN 36-4823717 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $13,289,871 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sterling Bay, LLC
EIN
36-4823717
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
179
End-of-year plan assets
$13,289,871

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20250205151956NAL0010522337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,289,871
Total liabilities (EOY)
$0
Net assets (EOY)
$13,289,871
Net assets (BOY)
$9,722,726

Income & contributions

Employer contributions
$686,194
Participant contributions
$1,515,021
Total contributions
$2,395,576
Total income / additions
$4,602,768

Expenses & distributions

Benefits paid
$984,041
Administrative expenses
$51,582
Total expenses
$1,035,623
Net increase / (decrease)
$3,567,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
William Blair & Co.ADVISOR$42,846not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,288$02023

Related Form 5500 pages